Teams (projects and investments) › Create Requisitions

Create Requisitions

Requisitions are associated with single staffing requirements; they always contain references to a specific resource or role. The requisition uses the details from the staffing requirement to populate the requisition.

When selecting multiple resources or roles, a new requisition is created for each resource or role (staffing requirement). For a given staffing requirement, there can be only one outstanding requisition (with a status of New, Open, or Proposed). You cannot create requisitions for staffing requirements that already have outstanding requisitions. If you cannot create requisitions for any of the staffing requirements selected, then the create operation fails for all requisitions. An alert message appears.

As a project manager, you can edit the requested allocation amount in a requisition. You can edit a requisition as long as its status is still New. You can avoid situations where the resource manager is already working on the request, has a shortlist partly put together, and then the request changes on them.

When you create the requisition, you can do one of the following:

• Create the requisition and set its status to New. This way, you can edit the requisitions to add additional information not carried over from the staffing requirement. Also, you can change the default values, such as the due date or the amount requisitioned by manually open the requisitions.
• Create the requisition and set its status to Open. This way, you can quickly submit all your requisitions when you do not need to edit any of the details. The details are already defined in the staffing requirement. After a requisition is submitted, the resource manager is notified through email and can act on the requisition.

Follow these steps:

1. Open the project and click Team.

   The team staff page of the project appears.

2. Select the check box for a soft-booked resource or role, and from the Actions menu, click Create Requisitions.

   The create requisitions page appears.

3. Select a requisition type:

   Values:

   • Request Resources: Select this option to create new requisitions.
   • Unbook Resources: Select this option to create requisitions to unbook and release hard-booked time.
   • Replace Resources: Select this option to unbook and replace a hard-booked resource.
4. Select a booking manager for each resource or role. If the resource manager or administrator specifies a default booking manager, this value is automatically populated.
5. Do one of the following:
   • Click Create to create requisitions with a New status.
   • Click Create and Open to create a requisition. Set the status to Open.

   The requisition is created and displays on the team staff page of the project.

6. Save the changes.

More information:

Edit Unopened Requisition Requests

Unbook Hard-Booked Resources Using Requisitions